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Agent: Dan Hartley, PRIMERICA
Current Review:
Make decisions together: Dan's recommendations based on knowledge/skill in market(s) + getting to know my priorities/personality/spending habits, etc.. Over 15 years -from little investment $$ to more $$ - have always felt just like a billionaire and been given ample appointment time/phone time as needed. Dan teaches all about how and why and when money is managed - all about strategies to manage money to meet my short and long-term goals. Complete confidence - no worries (rated 9 as always room to tinker for better).
Rating (out of 10): 9
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